Signal Detail

瘦肉猪

AI 快速回答

瘦肉猪(HE) 30天展望: 看涨占优。4 Crew中6/6同意。核心依据: Quant 7d forecast: bullish (+9.9%), suppl。置信度76%。(基准日: 2026-08-02)

HE
看涨CONFIRM
当前价格
$84.70
-13.94%
共识度
56%
置信度
76%
判断确定性76%
Main report time
-
Market snapshot time
2026/08/02 00:05 (UTC)
Quant basis
7D bullish · 9.87%

瘦肉猪目前偏向上涨判断。

先确认核心证据,再选择性跟随看涨情景。

Summary

通俗判断

先读方向、证据和风险,再决定如何执行。

快速结论

瘦肉猪目前偏向上涨判断。 先确认核心证据,再选择性跟随看涨情景。

Judgment basis
Adopted moderator evidence is unavailable, so this section currently shows supporting crew evidence instead.
Main report time
-
Market snapshot time
2026/08/02 00:05 (UTC)
Quant basis
7D bullish · 9.87%
Evidence basis
供应分析
[Supply Crew / HE] Quant 7d forecast: bullish (+9.9%), supply may be tightening. High volatility (58%): potential supply-chain disruption
需求分析
[Demand Crew / HE] Korean seasonal demand: Chuseok prep (추석 준비). Price at 21.6th percentile of 52w range — below-average pricing supports downstream demand recovery. High corn feed costs pressure hog producer margins. Quant 7d: bullish (+9.9%), consistent with demand strength
宏观分析
[Macro Crew / HE] EXTREME volatility regime (58%): market dislocation, mean reversion likely. Broad commodity trend bullish: 8/11 above SMA200 (73%). Broad momentum: 7 golden crosses across commodities. Elevated crisis level: monitoring macro risks. Quant 7d: bullish (+9.9%), macro alignment
为什么会这样判断
i

Primary evidence is still being structured. Use the base scenario and confidence first.

为什么等待可能更好
i

Even on a bullish call, remaining risks mean waiting for confirmation can still be cleaner than chasing.

下一步看什么
i

Watch the next data refresh and debate update.

Need more context?
i

When evidence is thin or event uncertainty is high, the next intelligence refresh and swarm scenario become the extra validation layer.

Agent views
Primary evidence is still being structured. Use the base scenario and confidence first.
Market regime

Directional regime

Event context
Watch the next data refresh and debate update.
Disagreement diagnosis
Crews were mostly aligned without major conflict.
Moderator log

Crews were mostly aligned without major conflict.

Adopted evidence
Deferred evidence
Crews were mostly aligned without major conflict.
基础情景

瘦肉猪目前偏向上涨判断。

风险提示
当前没有明显分歧。
HE swarm simulation under extreme: double_up bias with 10 active signals.
Chart

市场图表

图表仅作视觉参考,真正的判断来自下方的证据和 debate。

这是延迟数据。判断前请同时查看证据与成绩单。
Quant

Quant Forecast

用同一结构比较 7D、14D 和 30D 区间。

7d
$93.06
+9.87%
$89.29 ~ $96.63
14d
$86.36
+1.96%
$82.82 ~ $90.21
30d
$86.34
+1.93%
$82.55 ~ $90.36
TA

Technical Analysis

Debate

4-Crew Debate

系统会在这里确认、调整或推翻 quant 基线。

Decision
CONFIRM
Direction
看涨
Consensus
56%
Score
+1.005
Swarm

Recent Swarm Scenario

危机状态下,模拟会成为额外决策层。

Run
swarm_20260731_065603_he
Direction
看涨
Confidence
92%

HE swarm simulation under extreme: double_up bias with 10 active signals.

가뭄 경고 (1개)폭염 경고ENSO EL_NINO
Track Record

Prediction History

Recent prediction track record for HE

HE
HE
HE
HE
75%
Hit rate
AI Debate

AI多模型共识

独立AI代理交叉验证分析

AI判定

看涨

确信度

45%

共识率

60%

Agents

6/12

投票分布

看涨
60%
中性
40%
看跌
0%

关键因素

  • 1센티먼트 시그널 완전 부재로 크라우드 포지셔닝 방향 판단 불가
  • 27일 +9.87% 급등 대비 14일/30일 변화율(각 2% 내외)의 괴리는 최근 며칠간의 스파이크성 움직임을 시사
  • 3돈육/생돈 선물 특성상 계절적 수급·질병 이슈(ASF 등) 뉴스가 자주 가격을 흔들지만 이번 데이터셋엔 반영 안 됨
  • 4Seasonal Summer Heat Stress On Adg
  • 57d Vs 30d Momentum Divergence

主要风险

  • !실제 COT 리포트 미확인 상태이므로 상업적 헤저 vs 투기적 롱 포지션 쏠림을 놓칠 위험
  • !단기 급등 이후 되돌림(mean reversion) 가능성을 과소평가할 위험
  • !no WASDE/USDA Hogs-and-Pigs inventory data cited to confirm actual herd tightening
  • !58% volatility could reflect demand-side speculation or export headlines rather than supply-chain disruption, and could reverse sharply

团队分析摘要

情绪sonnet-4.6

센티먼트 크루 원자료는 뚜렷한 시그널 부재를 보고하고 있으며(신뢰도 35, 시그널 0개), CFTC COT나 옵션 스큐, 뉴스 정서 등 구체적 데이터가 제공되지 않은 상태에서 방향성을 단정할 근거가 부족하다.

供应sonnet-4.6

Summer heat stress typically drags down average daily gains and slaughter weights into Q3, which can tighten near-term market-ready hog supply and is seasonally consistent with the quant's bullish 7d...

宏观sonnet-4.6

HE (lean hogs) sits at the intersection of feed-cost inflation (grain/diesel pass-through) and export demand to China/Japan, both of which are more USD- and tariff-sensitive than the broad commodity...

需求sonnet-4.6

Genuine demand-side support exists: Korea is a top-5 US pork export destination and Chuseok (2026-09-25) import buying typically ramps 6-8 weeks ahead, which lines up with early August.

规则 vs AIdisagree
Execution

Evidence → Validation → TradingView

移除购物行为,让页面聚焦于证据、成绩单验证和图表执行。

Path

30-Day Forecast Path

DateForecastLowHigh
2026-08-01$107.59$103.82$111.26
2026-08-02$107.14$103.22$110.96
2026-08-03$96.07$92.35$99.46
2026-08-04$95.67$91.96$99.61
2026-08-05$94.88$91.40$98.54
2026-08-06$93.96$90.13$97.89
2026-08-07$93.06$89.29$96.63
2026-08-08$102.92$99.18$106.79
2026-08-09$102.01$98.14$105.87
2026-08-10$90.53$87.00$93.93
2026-08-11$89.77$86.03$93.40
2026-08-12$88.65$84.98$92.33
2026-08-13$87.46$83.82$91.43
2026-08-14$86.36$82.82$90.21
E-E-A-T

数据来源

方法论: Quant Engine (Prophet) + 4 Specialist Crews + Pattern Matcher → Debate Moderator. Learn more

最后更新:

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